How big is Wealth MODE Financial Planning, LLC's plan?

Wealth MODE Financial Planning, LLC's plan reported $34K in assets and 2 participants for 2025.

Original filing (PDF)20260515165309NAL0009427089001

Wealth MODE Financial Planning, LLC

Name: Wealth MODE Financial Planning, LLC — Wealth MODE, Form 5500 (2025)
Creator: Wealth MODE Financial Planning, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Wealth MODE Financial Planning, LLC 401(k) Plan

401(k) retirement plan · Wealth MODE Financial Planning, LLC's Wealth MODE Financial Planning, LLC 401(k) Plan held $34K in plan assets for 2 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$34K

Net assets (EOY)

$34K

People on this filing

Jared Porter signed Wealth MODE Financial Planning, LLC's 2025 Form 5500 as plan administrator.

Jared Porter — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Wealth MODE Financial Planning, LLC's EIN is 81-1189506.

EIN 81-1189506

Plan number 001

Plan year 2025

ACK ID 20260515165309NAL0009427089001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Wealth MODE Financial Planning, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Wealth MODE Financial Planning, LLC's plan includes ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA), profit-sharing.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WEALTH MODE FINANCIAL PLANNING, LLC.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score